White Brook Capital manages three investment strategies for accredited investors who care about how their money is earned.
Before buying a stock, we fundamentally understand the company’s business: its assets, how it earns money, what could improve, and what could go wrong.
Our active strategies look for companies whose prospects we believe are worth more than their share prices suggest. We expect to hold investments for years, while continuing to reassess the case for owning them.
For investors seeking broader and passive exposure, our index strategy holds a diversified portfolio of large companies that meet our ethical criteria. Each approach carries different risks.
The same ethical screen applied with different goals in mind. Each account is held in your name.
Broad exposure to large companies, with holdings weighted to keep sector exposures close to the S&P 500.
Fees0.45% management fee.
No incentive fee.
Principal riskMarket declines and returns that differ from the benchmark as a result of screening.
Explore Large Cap IndexAn actively managed mix of individual stocks and ETFs, with flexibility across company sizes and cash concentration.
Fees1.25% management fee.
No incentive fee.
Principal riskInvestment decisions, concentration, and holding cash can lead to market underperformance.
Explore All CapA concentrated portfolio of small and microcap businesses, where limited research coverage can create opportunities.
FeesNo management fee.
20% incentive fee.
Principal riskSubstantial declines, less established businesses, and shares that can be difficult to trade.
Explore Small CapFor accredited investors. Additional eligibility requirements apply to incentive fees. The firm’s Form ADV and investment management agreement provide the full fee terms.
Buying a stock means owning part of a business. How that business earns its money matters. In broad strokes, we won’t own:
Industry labels are only a starting point; understanding a company’s customers and products often requires a closer look.
More about our exclusions
A record of the investments, questions, and developments shaping our thinking.
Browse the archive, 2016–2026Video commentary
Energy costs, interest rates, and AI, alongside individual investment updates.
Written commentary
Commentaries are available to accredited investors through the archive.
Basil Alsikafi
Founder & Portfolio Manager
I founded White Brook Capital in 2016. I have been researching and investing in public companies since 2005, including roles at MSF Capital and BBT Capital Management.
I began my career in investment banking at JPMorgan and hold an MBA from Kellogg and an A.B. from the University of Chicago.
More about my backgroundA first conversation covers your priorities, time horizon, and comfort with risk. It also gives you a chance to ask about our exclusions, fees, and investment decisions.
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